Service Providers

Service Providers

Service Providers

By ASPPA Net Staff10/6/2016 • 0 Comments

Labor force participation rates among college-educated women age 60-64 grew in the first decade of the 21st Century; a recent study looks at that finding as well as how pensions help explain it. READ MORE

By NTSA Net Staff10/6/2016 • 0 Comments

Current providers have something of an inside track, but they’re not the most popular reason for selecting a rollover IRA destination. READ MORE

By NTSA Net Staff10/3/2016 • 0 Comments

In MarketBeat, Susan Diehl discusses the recent IRS technical advice memorandum on rollovers between Coverdell education savings accounts. READ MORE

By NTSA Net Staff10/3/2016 • 0 Comments

In Tech Talk, Ellie Lowder tells us whether a client who retired after normal retirement age but before he had five years of service can use the “last 3-year catch up” in his 457(b) plan. READ MORE

By Andrew Remo9/28/2016 • 0 Comments

The legislative package that cleared the Senate Finance Committee unanimously in late September included provisions intended to encourage the use of lifetime income products, including a late addition that could turn out to be the most significant. READ MORE

By NTSA Net Staff9/26/2016 • 0 Comments

A new report claims that by 2020, the DOL’s new fiduciary rule will result in a $2 trillion asset shift and roughly $20 billion in lost revenue. But there are winners as well as losers. READ MORE

By Nevin Adams 9/26/2016 • 0 Comments

In class action suits, plaintiffs’ attorneys generally receive a fee whose amount is contingent on the amount of the verdict or settlement — frequently about a third. What about the excessive fee suits? READ MORE

By NTSA Net Staff9/26/2016 • 0 Comments

In Tech Talk, Ellie Lowder tells us whether employees can opt out of ERISA-related plans rather than have the money placed into a corresponding 401K. READ MORE

By NTSA Net Staff9/26/2016 • 0 Comments

In MarketBeat, Lynn Knight tests your knowledge about Designated Roth Contributions (DRCs) and dispels confusion that persists in the retirement plan community about them. READ MORE

By Ray Harmon9/23/2016 • 0 Comments

In an email to participating RIAs in North Carolina’s Total Retirement Plan 403(b) Program on Sept. 16, the State Treasurer’s office announced that it is changing its contract for record-keeping services. READ MORE

By NTSA Net Staff9/19/2016 • 0 Comments

In MarketBeat, Robert Toth discusses what the differences between 403(b) plans and 401(k) plans mean regarding the application of ERISA’s fiduciary rules to the investments, in light of the recent flurry of lawsuits against major universities on their (very large) 403(b) plans. READ MORE

By NTSA Net Staff9/19/2016 • 0 Comments

It can be really hard to make a prediction that comes true. Just ask pollsters and meteorologists. And that principle holds true regarding returns on retirement accounts and investments. READ MORE

By ASPPA Net Staff9/16/2016 • 0 Comments

The latest sign of the potency of the DOL’s fiduciary rule before it's even implemented: advisor interest in training about regulations. READ MORE

By NTSA Net Staff9/13/2016 • 0 Comments

In MarketBeat, Linda Segal Blinn discusses how state laws continue to evolve 10 years after the Pension Protection Act of 2006 left intact state law barriers if a DC plan was not subject to ERISA. READ MORE

By NTSA Net Staff9/13/2016 • 0 Comments

In Tech Talk, Ellie Lowder tells us whether a distribution of 401(k) assets that had been rolled into a 457(b) would be exempt from the 10% premature distribution penalty under certain circumstances. READ MORE

By NTSA Net Staff9/8/2016 • 0 Comments

Much attention has been given to the new fiduciary rules (applicable April 10, 2017) for recommending distributions from retirement plans and rollovers to IRAs — but what about a recommendation to transfer an IRA from another adviser? Fred Reish takes on the issue in a recent blog post. READ MORE

By NTSA Net Staff9/7/2016 • 0 Comments

With the release of the DOL's fiduciary rule, it could be especially helpful to take a fresh look at best practices through which a plan fiduciary can not only meet the letter of the law, but also better serve those whom it — and the plan — serve. READ MORE

By Nevin Adams 9/7/2016 • 0 Comments

A second, separate proprietary fund suit has been filed against a financial services firm — and a separate law firm is looking for plaintiffs to pursue litigation regarding Morgan Stanley’s 401(k). READ MORE

By NTSA Net Staff9/7/2016 • 0 Comments

Chevron has won dismissal of an excessive fee class action in a decision that rebukes several of the claims that have surfaced in recent litigation by the law firm of Schlichter, Bogard & Denton. READ MORE

By ASPPA Net Staff9/1/2016 • 0 Comments

In MarketBeat, Lynn Knight writes that there is a way to receive a tax-free distribution of amounts from a retirement plan through designated Roth contributions (DRCs) as long as certain conditions are met. READ MORE

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